以下文章来源于跳海大院 ，作者院办野汉 跳海大院 . 很 认 真 地 做 不 靠 谱 的 事 这里根本没有富比，只有穷比。 文 ｜ 院办野汉 来源｜ 跳海大院（ID：meerjump） 封面来源 ｜ Unsplash 拍卖会都听说过，但是真参加过的可能没几个。 咱普通老百姓日常接触这玩意儿，也就那么几个途径。 一是看电影电视剧，坐看一群人穿西装礼服坐满礼堂，每次举牌加价幅度分分钟比咱奋斗十年赚的还多。 二是刷刷微博抖音，偶然看到又有在苏富比&佳士得成交的时尚垃圾，成交价后面带的"0"比咱命还长。 别急，今天咱唠的就是这个嗑。 这两年有个品牌，看起来是真打算把拍卖会这个高大上的行当拉下神坛。 大家一定都熟——就是 宜家 。 "1元/1折起拍"、"每次2元/5元/10元加价"，都是宜家各地商超喊出的拍卖口号。 这事儿咱到底也看不懂，所以最后每次只能榨干认知义愤填膺发出二字点评： 洗钱！ 也不能怪谁说话难听，说好的经济下行，老有上行个例出来赛脸，这谁看得下去？ 要我说，全世界各行各业都得跟着一起下行才对。 豪华酒店就得出摊卖早餐，茅台就得跟瑞幸联名，奢侈品必须入驻名创优品，顶级服装设计师全跟优衣库合作，电子产品和汽 ...

E F E D 趣龄川短出分 7 8 8 8 7 出口节日用品、玩偶、动物造型玩具 超过500亿元 销往全球200多个国家和地区 the 年度记忆 拉布布等潮玩IP风靡海外 短剧平台在海外加速布局 "十四五"规划收官之年，人民网财经推出"承前启后看发展·数读2025经济答卷"系列图解，透过民间投 资、科技创新、交通物流外贸等核心数据，感受中国经济发展的强劲脉动。 今年以来，民营经济在多个领域加速布局、深度参与，展现出强劲韧性与创新动能。 角逐产业"新赛道" 截至今年9月份 1 1 -0 我国人工智能核心产业规模 超9000亿元 人工智能企业数量超过5300家 全球占比达15% ● 年度记忆 DeepSeek大模型火爆全球 人形机器人上春晚、跑马拉松 激发外贸"新活力 今年前11月 民营企业进出口23.52万亿元 同比增长7.1% 占我国外贸比重达57.3% 年度记忆 长三角首趟消费型锂电池 混装运输班列从义乌发出 为"新三样"及更多高附加值、特殊产品 出海打通便利化物流通道 挖掘基建投资"新机遇" 今年前11月 d to be to be to be the been and the been 基础设施民间投 ...

Core Insights - Yiwu, known as the "world supermarket," is preparing for the upcoming Christmas season, highlighting its role as the largest distribution center for Christmas goods globally [1][3] - The city exports over 20,000 types of Christmas products, accounting for nearly 80% of the global market, and serves over 100 countries and regions [3][4] - The early start of the Christmas export season this year, with a significant increase in orders beginning in April, indicates a shift in purchasing behavior among international buyers [3][4] Market Dynamics - The export value of Yiwu's Christmas goods reached 5.17 billion yuan in the first three quarters of this year, reflecting a year-on-year growth of 22.9% [3][4] - Diverse market distribution across Europe, Southeast Asia, Central Asia, and the Middle East helps mitigate risks from external market fluctuations [4] - The export markets for Yiwu's Christmas products saw significant growth, with Latin America and the EU increasing by 17.3% and 45.0% respectively [4] Innovation and Product Development - Continuous innovation is crucial for maintaining competitiveness, with companies like Luocheng Craft Co. launching new interactive products, such as a dancing Santa Claus, which is priced 33% higher than traditional items [6] - The local manufacturing ecosystem allows companies to collaborate closely, enabling the launch of approximately 300 new products annually [6] - As the New Year and Spring Festival approach, Yiwu's domestic market for products like New Year paintings and calendars is also experiencing a surge in orders [6] Global Trade Impact - Yiwu's comprehensive product range, quick response times, and efficient trade models position it as an essential player in the global holiday economy, especially amid complex international trade conditions [7]

Group 1 - In the first three quarters of this year, China's export of holiday goods, dolls, and animal-shaped toys exceeded 50 billion yuan, reaching over 200 countries and regions globally, indicating a significant impact on modern global consumer culture [1] - The rise of "interest consumption" is driving the popularity of niche products in the mass market, allowing small-scale products to gain traction [2] - Chinese manufacturing capabilities are advancing towards the high-end of the value chain, supporting the global success of Chinese trendy toys [2] Group 2 - Cultural products' appeal is rooted in their cultural charm, with a diverse range of offerings from traditional arts to modern digital content, reflecting a shift from "single-point breakthroughs" to a "multi-dimensional matrix" in cultural export [2] - Effective communication is crucial for cultural export, as cultural differences and language barriers can affect the acceptance of cultural products abroad [3] - Successful cultural export requires a blend of global vision and local strategies, ensuring respect for local cultures while enhancing understanding of Chinese culture [3] Group 3 - A robust cultural industry and market system are essential for driving innovation and expanding the reach of cultural exports [4] - The performance of companies in the cultural sector is notable, with the number of overseas publishing contracts signed by a major online literature company increasing by 80% year-on-year, and the authorization amount rising by over 200% [4] - As of June this year, over 600 cultural enterprises have settled in the National Cultural Trade Base (Nanjing), with projected total revenue exceeding 30 billion yuan for the 2024 fiscal year [4]

Core Insights - In the first three quarters of this year, Yiwu's total import and export value exceeded 600 billion yuan, approaching last year's total of 668.93 billion yuan, with a year-on-year growth of 26.3% [1] - The export of holiday goods, dolls, and animal-shaped toys from China surpassed 50 billion yuan, reaching over 200 countries and regions, showcasing the resilience of Chinese manufacturing and foreign trade [1] - The intelligent transformation of small commodity foreign trade is breaking traditional bottlenecks and creating new growth opportunities through innovation [2] Industry Trends - The intelligent transformation is not only reflected in product innovation but also enhances the efficiency of the entire trade chain, with platforms like "Yi Payment" enabling global transactions and digital supply chain platforms connecting domestic and international logistics [2] - AI technologies are widely applied in various aspects of small commodity foreign trade, such as AI quality inspection and flexible production lines, improving overall trade efficiency and competitiveness [2][3] - Yiwu's market procurement trade model, empowered by intelligence, has overcome traditional foreign trade issues, enabling same-day order acceptance and next-day shipping [3] Competitive Landscape - The intelligent transformation is reshaping the core competitiveness of China's small commodity foreign trade, moving away from low-price competition and enhancing pricing power for enterprises [4] - The diversification of markets has strengthened China's partnerships in global trade, with imports and exports to Belt and Road countries reaching 429.39 billion yuan, a growth of 28.9% [4] - The industry is increasingly adopting green development practices, aligning with international ESG standards, and moving towards a new trade paradigm characterized by intelligence, globalization, service orientation, and sustainability [4]

Core Insights - Wuhan Customs has seized over 10,000 counterfeit toys in the first ten months of this year, effectively protecting the overseas image of "Chinese design" [1] - The toy export value from Hubei Province reached 5.4 billion yuan, marking an 18.9% year-on-year increase [3] Group 1: Intellectual Property Protection - A total of 10,201 counterfeit toys were seized by Wuhan Customs from January to October, highlighting the ongoing issue of counterfeit products as various trendy toy IPs gain global popularity [1] - Wuhan Customs has established a multi-dimensional protection network using technology to enhance the efficiency of identifying counterfeit goods, including the use of CT scans and smart trademark recognition applications [1] - Training sessions for brand rights holders have been organized to improve customs officers' skills in identifying genuine products, focusing on packaging, labeling, and material craftsmanship [1] Group 2: Support for Local Toy Industry - Wuhan Customs is actively supporting local trendy toys to enter international markets by providing quality certification guidance for educational and digital toys [2] - The customs authority offers comprehensive assistance to enterprises, including legal collaboration and advocacy for intellectual property protection [2]

Group 1 - The core viewpoint of the articles highlights the steady growth of China's goods trade, driven by industrial upgrades and enhanced competitiveness of export products, particularly in the machinery and high-tech sectors [1][3][10] Group 2 - In the first ten months, the export value of machinery and electrical products increased by 27%, reaching 60.7% of the total export value [3] - Integrated circuit exports grew by 24.7%, while automobile exports also saw significant growth [3][10] Group 3 - High-tech product exports showed a remarkable increase of 73%, outpacing the overall export growth rate [7][8] Group 4 - The trade structure is continuously optimizing, with cross-border e-commerce exports reaching approximately 1.65 trillion yuan, marking a 66% increase [12][13] - The transition from traditional foreign trade to digital foreign trade is enhancing competitiveness [15] Group 5 - In the first three quarters, China exported holiday goods, dolls, and animal-shaped toys worth over 50 billion yuan to more than 200 countries and regions [17]

Group 1 - The 15th National Games is currently taking place, leading to a surge in sales of licensed merchandise [1] - At the merchandise store in the city center, hundreds of boxes of commemorative items are shipped daily across the country, with commemorative coins and toys being particularly popular [3] - Many citizens and tourists are specifically visiting the licensed merchandise stores, indicating strong consumer interest [5] Group 2 - Consumers are willing to wait for hours to purchase popular items, such as the zodiac blind boxes, highlighting the high demand for certain products [7][9] - The manager of the flagship store for the National Games and the Special Olympics reported that sales have increased by over 10 times compared to before the opening [11]

Core Insights - The transition of the Chinese economy from a high-growth phase to a stock-based phase presents an opportunity for the emergence of "national brands" as defined by Wei Zhe, the former B2B CEO of Alibaba and founder of GGV Capital [1] - National brands must cover over half of the country's population and satisfy the seemingly contradictory needs of urban middle-class consumers and young people in smaller towns [1] - Wei Zhe identifies three eras of national brands: 1.0 era focusing on category penetration, 2.0 era emphasizing deep engagement with specific demographics, and 3.0 era leveraging scenarios for explosive growth [1] National Brand Development - The 1.0 era saw brands like Head & Shoulders and Wanglaoji successfully penetrate the market through extensive distribution and strong branding [1] - The 2.0 era featured Xiaomi as a leading choice for young consumers and Lululemon appealing to the middle class [1] - The 3.0 era is exemplified by Pop Mart, which transformed collectible toys into fashionable items that serve as social currency, broadening its appeal beyond core audiences [1] Investment Practices - Wei Zhe's investment philosophy emphasizes creating happiness-inducing scenarios rather than merely categorizing consumers, as seen in successful brands like Pop Mart and Anker Innovations [2] - Wei Zhe will share insights on the new pathways for consumer brands to break through in the current environment during an upcoming summit [2] Summit Details - The summit will feature various industry experts discussing topics related to brand growth, consumer engagement, and innovative marketing strategies [12][13] - Key speakers include founders and executives from leading companies and consulting firms, highlighting the importance of understanding consumer needs and market trends [9][10]

Core Insights - The Chinese潮玩 market is rapidly expanding due to factors such as rising disposable income, the emergence of emotional consumption, the rise of domestic潮流 culture, and quality IPs [1][4] - The competitive landscape of the潮玩 market in China is relatively fragmented, with significant room for improvement compared to Japan [1][5] 潮玩 Industry Overview -潮玩 is defined as toys that integrate elements of潮流 culture, art, design, and various other concepts, characterized by high visual recognition, limited releases, and cross-industry collaborations [1] - The潮玩 industry includes various forms such as blind boxes, figurines, plush toys, gashapon, cards, dolls, art toys, assembly toys, and building sets [1] 潮玩 Industry Chain - The upstream segment consists of IP suppliers and operators, where high-quality IP suppliers hold strong bargaining power based on the scarcity and market popularity of their IPs [2] - The midstream includes潮玩 product manufacturers, who generally have weaker bargaining power; manufacturers with large-scale production capabilities are more likely to succeed [2] - The downstream segment involves retailers and consumers, where retailers' bargaining power depends on the quantity and quality of their IP reserves [2] Comparison with Japanese Toy Industry - The Japanese toy industry has matured and offers valuable lessons for China; despite challenges like declining birth rates, the industry has thrived due to the rise of gaming and anime [3] - In China, rising disposable income and a shift towards emotional consumption are driving demand for潮玩 and related products, despite demographic challenges [3] Market Growth and Projections - The Chinese潮玩 market is projected to grow from 22.9 billion yuan in 2020 to 76.3 billion yuan by 2024, with a CAGR of 35.11% [4] Market Concentration and Competition - The Chinese潮玩 market is currently fragmented, with the top five companies holding a combined market share of only 23.7% [5] - New domestic companies are rapidly expanding, with significant growth rates compared to international giants [5] - The quality and quantity of domestic IPs are increasing, with notable examples including《原神》,《黑神话：悟空》, and characters from泡泡玛特 [5]